Naviter Wealth’s iShares MSCI ACWI ETF ACWI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$35.5M Buy
2025
Q1
$18M Sell
2024
Q4
$18.6M Buy
2024
Q3
$6.53M Sell
2024
Q2
$6.9M Sell
2024
Q1
$7.68M Sell
2023
Q4
$16M Buy
2023
Q3
$2.48M Sell
2023
Q2
$2.63M Buy
2023
Q1
$2.13M Sell
2022
Q4
$8.39M Buy
2022
Q3
$558K Buy